Ironwood Financial’s Alibaba BABA Stock Holding History

Ironwood Financial’s Portfolio BABA Stock Details BABA Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2021 Q4	–	Sell	-146	Closed	-$22K	–	161
2021 Q3	$22K	Hold	146	–	–	0.01%	274
2021 Q2	$33K	Hold	146	–	–	0.01%	227
2021 Q1	$33K	Hold	146	–	–	0.01%	209
2020 Q4	$34K	Hold	146	–	–	0.01%	190
2020 Q3	$43K	Hold	146	–	–	0.02%	123
2020 Q2	$31K	Sell	146 -210	-59%	-$43.7K	0.02%	136
2020 Q1	$69K	Hold	356	–	–	0.05%	72
2019 Q4	$76K	Hold	356	–	–	0.03%	86
2019 Q3	$60K	Hold	356	–	–	0.03%	95
2019 Q2	$60K	Hold	356	–	–	0.03%	97
2019 Q1	$65K	Hold	356	–	–	0.03%	93
2018 Q4	$49K	Hold	356	–	–	0.03%	99
2018 Q3	$59K	Hold	356	–	–	0.03%	96
2018 Q2	$66K	Buy	356 +41	+13%	+$7.82K	0.04%	74
2018 Q1	$58K	Buy	315 +54	+21%	+$10.2K	0.06%	60
2017 Q4	$45K	Buy	261 +94	+56%	+$16.8K	0.03%	87
2017 Q3	$29K	Buy	+167	New	+$27.1K	0.02%	117
2015 Q3	$10K	Hold	165	–	–	﹤0.01%	204
2015 Q2	$14K	Hold	165	–	–	0.01%	184
2015 Q1	$14K	Sell	165 -1	-0.6%	-$90	0.01%	187
2014 Q4	$15K	Buy	+166	New	+$17K	0.01%	153

Other funds holding BABA

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Primecap Management Pasadena, California $127B AUM 44.11% 1-Year Est. Return

HSBC Holdings London, United Kingdom $192B AUM 27.2% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return

Bank of Montreal Toronto, Ontario, Canada $269B AUM 31.4% 1-Year Est. Return

MAM

Magellan Asset Management Sydney, Australia $7.71B AUM 11.08% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

EFM

E Fund Management Guangzhou, China $3.37B AUM

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Ironwood Financial's BABA Position: Q4 2021 in Review

Ironwood Financial sold out of Alibaba (BABA) in Q4 2021, closing a stake of 146 shares — an estimated $22K sold.

Ironwood Financial first reported a position in BABA in Q4 2014 and held it in 21 quarters. The position peaked at $76K in Q4 2019. 1,412 funds tracked by Wall St. Rank hold BABA as of Q4 2021.

Ironwood Financial reported no remaining Alibaba position as of Q4 2021 after selling out during the quarter.
Ironwood Financial sold 146 Alibaba shares in Q4 2021, an estimated $22K.
Ironwood Financial first reported a position in Alibaba in Q4 2014 and held it in 21 quarters.
Ironwood Financial's Alibaba position peaked at $76K in Q4 2019.
1,412 funds tracked by Wall St. Rank held Alibaba as of Q4 2021.

Based on Ironwood Financial's 13F filing for Q4 2021, filed 28 Jan 2022.